The Evolution of PPA and Tolls Pricing in ERCOT

Welcome back to The Pexapark Podcast! On the regulatory front of this episode, we discuss why EU’s Clean Industrial Deal could be a game-changer for PPAs and the takeaway from France’s TURPE 7 grid reforms. The latest pricing insights in two of the most liquid renewable PPA markets, Germany and ERCOT, reveal diverging trends. More topics include the evolving syneries of AI data center demand and battery storage forecasts in ERCOT and PJM, followed by an in-depth conversation on the evolution of PPA and Tolls pricing in the former. 

Noam Yaffe is the CEO & Founder of RenewaFI, a platform to price and source renewable energy and battery storage offtake agreements in the ERCOT market – now part of the Pexapark family. Following the recent acquisition, we were excited to catch up with Noam on our shared vision and drivers to bring forward pricing transparency in the renewables markets and hear more about what we can learn from the most advanced clean energy market from across the pond, including topics such as negative price clauses; offtake parties interested in toll agreements; uncertainties in the markets resulting in wide bid-ask spreads; and the role of BESS in shaping renewable energy output for data center power demand. 

Episode breakdown:

00:00- Intro

01:07-Regulation

02:37-Deals & Prices

05:18- Wider Energy World

06:54- Interview with Noam Yaffe

Links to notes from the episode:

The Outlook of the Spanish PPA Market- PPA Times Feb ’25 Edition

Duke University study

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